Question:

What exactly does a personal banker do, not the people who cash the checks, but the ones that have a cubical..

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..and a desk... what do they do and do they get paid good, is it hard? is it more a job or a career?

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  1. he is the person who manages your portfolio. he suggests you what you should do with your finances so that you can secure your as well as your family memebrs future, he tells you to invest in stock(how much and for how much time), he tell you the modes of investment you should go for and the risk you should take.


  2. They advise clients on their wealth management, which may include passing the wealth to their kids as well as recommending the best investments.

    It requires the ability to connect to wealthy people and know the products available to them.

    (Example: some wealthy clients expect their relationshipmanager to make housevisits when they want it).

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